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oOh!media

ASX:OML
Snowflake Description

High growth potential with excellent balance sheet.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
OML
ASX
A$1B
Market Cap
  1. Home
  2. AU
  3. Media
Company description

oOh!media Limited operates as an out of home media company in Australia and New Zealand. The last earnings update was 90 days ago. More info.


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OML Share Price and Events
7 Day Returns
-6%
ASX:OML
-3%
AU Media
-3%
AU Market
1 Year Returns
4%
ASX:OML
5.9%
AU Media
2.8%
AU Market
OML Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
oOh!media (OML) -6% -15.3% -7.9% 4% 5% -
AU Media -3% -9.9% -19.4% 5.9% -2.7% -29%
AU Market -3% -3% -6.9% 2.8% 40.4% 51.9%
1 Year Return vs Industry and Market
  • OML underperformed the Media industry which returned 5.9% over the past year.
  • OML outperformed the Market in Australia which returned 2.8% over the past year.
Price Volatility
OML
Industry
5yr Volatility vs Market

Value

 Is oOh!media undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of oOh!media to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for oOh!media.

ASX:OML Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 7 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 8.6%
Perpetual Growth Rate 10-Year AU Government Bond Rate 2.8%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for ASX:OML
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year AU Govt Bond Rate 2.8%
Equity Risk Premium S&P Global 7.2%
Media Unlevered Beta Simply Wall St/ S&P Global 0.67
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.666 (1 + (1- 30%) (12.87%))
0.726
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.8
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.77% + (0.8 * 7.23%)
8.55%

Discounted Cash Flow Calculation for ASX:OML using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for oOh!media is arrived at by discounting future cash flows to their present value using the 2 stage method. We use analyst's estimates of cash flows going forward 5 years for the 1st stage, the 2nd stage assumes the company grows at a stable rate into perpetuity.

ASX:OML DCF 1st Stage: Next 5 year cash flow forecast
2019 2020 2021 2022 2023
Levered FCF (USD, Millions) 51.53 70.55 78.92 88.27 98.74
Source Analyst x3 Analyst x2 Est @ 11.86% Est @ 11.86% Est @ 11.86%
Present Value
Discounted (@ 8.55%)
47.47 59.87 61.69 63.57 65.50
Present value of next 5 years cash flows $298.10
ASX:OML DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2023 × (1 + g) ÷ (Discount Rate – g)
= $98.74 × (1 + 2.77%) ÷ (8.55% – 2.77%)
$1,755.42
Present Value of Terminal Value = Terminal Value ÷ (1 + r)5
= $1,755.42 ÷ (1 + 8.55%)5
$1,164.49
ASX:OML Total Equity Value
Calculation Result
Total Equity Value = Present value of next 5 years cash flows + Terminal Value
= $298.10 + $1,164.49
$1,462.58
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $1,462.58 / 236.64
$6.18
ASX:OML Discount to Share Price
Calculation Result
Value per share (AUD) From above. A$6.18
Current discount Discount to share price of A$4.42
= -1 x (A$4.42 - A$6.18) / A$6.18
28.5%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price oOh!media is available for.
Intrinsic value
28%
Share price is A$4.42 vs Future cash flow value of A$6.18
Current Discount Checks
For oOh!media to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • oOh!media's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • oOh!media's share price is below the future cash flow value, but not at a substantial discount (< 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for oOh!media's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are oOh!media's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
ASX:OML PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-06-30) in USD $0.20
ASX:OML Share Price ** ASX (2018-11-16) in AUD A$4.42
Australia Media Industry PE Ratio Median Figure of 13 Publicly-Listed Media Companies 16.72x
Australia Market PE Ratio Median Figure of 555 Publicly-Listed Companies 15.66x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of oOh!media.

ASX:OML PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= ASX:OML Share Price ÷ EPS (both in USD)

= 4.42 ÷ 0.20

21.91x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • oOh!media is overvalued based on earnings compared to the AU Media industry average.
  • oOh!media is overvalued based on earnings compared to the Australia market.
Price based on expected Growth
Does oOh!media's expected growth come at a high price?
Raw Data
ASX:OML PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 21.91x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 7 Analysts
37.9%per year
Australia Media Industry PEG Ratio Median Figure of 10 Publicly-Listed Media Companies 1.12x
Australia Market PEG Ratio Median Figure of 358 Publicly-Listed Companies 1.43x

*Line of best fit is calculated by linear regression .

ASX:OML PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 21.91x ÷ 37.9%

0.58x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • oOh!media is good value based on expected growth next year.
Price based on value of assets
What value do investors place on oOh!media's assets?
Raw Data
ASX:OML PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-06-30) in USD $2.08
ASX:OML Share Price * ASX (2018-11-16) in AUD A$4.42
Australia Media Industry PB Ratio Median Figure of 24 Publicly-Listed Media Companies 1.51x
Australia Market PB Ratio Median Figure of 1,639 Publicly-Listed Companies 1.75x
ASX:OML PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= ASX:OML Share Price ÷ Book Value per Share (both in USD)

= 4.42 ÷ 2.08

2.12x

* Primary Listing of oOh!media.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • oOh!media is overvalued based on assets compared to the AU Media industry average.
X
Value checks
We assess oOh!media's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Media industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Media industry average (and greater than 0)? (1 check)
  5. oOh!media has a total score of 2/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is oOh!media expected to perform in the next 1 to 3 years based on estimates from 7 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
37.9%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is oOh!media expected to grow at an attractive rate?
  • oOh!media's earnings growth is expected to exceed the low risk savings rate of 2.8%.
Growth vs Market Checks
  • oOh!media's earnings growth is expected to exceed the Australia market average.
  • oOh!media's revenue growth is expected to exceed the Australia market average.
Annual Growth Rates Comparison
Raw Data
ASX:OML Future Growth Rates Data Sources
Data Point Source Value (per year)
ASX:OML Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 7 Analysts 37.9%
ASX:OML Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 7 Analysts 20.8%
Australia Media Industry Earnings Growth Rate Market Cap Weighted Average 22.3%
Australia Media Industry Revenue Growth Rate Market Cap Weighted Average 3.1%
Australia Market Earnings Growth Rate Market Cap Weighted Average 6.9%
Australia Market Revenue Growth Rate Market Cap Weighted Average 3.3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
ASX:OML Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
ASX:OML Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2020-12-31 703 131 74 6
2019-12-31 668 102 61 7
2018-12-31 469 62 32 4
ASX:OML Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2018-06-30 399 68 33
2018-03-31 390 59 33
2017-12-31 380 50 33
2017-09-30 371 56 31
2017-06-30 362 62 28
2017-03-31 349 58 26
2016-12-31 336 54 24
2016-09-30 319 50 21
2016-06-30 302 47 20
2016-03-31 291 51 19
2015-12-31 280 55 18
2015-09-30 274 43 9

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • oOh!media's earnings are expected to grow significantly at over 20% yearly.
  • oOh!media's revenue is expected to grow significantly at over 20% yearly.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
ASX:OML Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below

All data from oOh!media Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ASX:OML Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2020-12-31 0.33 0.37 0.27 3.00
2019-12-31 0.26 0.31 0.22 4.00
2018-12-31 0.16 0.20 0.13 2.00
ASX:OML Past Financials Data
Date (Data in USD Millions) EPS *
2018-06-30 0.20
2018-03-31 0.20
2017-12-31 0.20
2017-09-30 0.21
2017-06-30 0.18
2017-03-31 0.17
2016-12-31 0.16
2016-09-30 0.13
2016-06-30 0.13
2016-03-31 0.13
2015-12-31 0.12
2015-09-30 0.06

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • oOh!media is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess oOh!media's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Australia market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Australia market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
oOh!media has a total score of 5/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has oOh!media performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare oOh!media's growth in the last year to its industry (Media).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • oOh!media has delivered over 20% year on year earnings growth in the past 5 years.
  • oOh!media's 1-year earnings growth is less than its 5-year average (20.7% vs 68.2%)
  • oOh!media's earnings growth has exceeded the AU Media industry average in the past year (20.7% vs 7.6%).
Earnings and Revenue History
oOh!media's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from oOh!media Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ASX:OML Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-06-30 399.32 33.35 76.83
2018-03-31 389.80 33.28 73.47
2017-12-31 380.28 33.21 70.12
2017-09-30 371.38 31.31 66.96
2017-06-30 362.48 27.63 63.81
2017-03-31 349.31 26.05 60.27
2016-12-31 336.14 24.48 56.74
2016-09-30 319.27 21.03 54.09
2016-06-30 302.39 20.46 51.45
2016-03-31 291.10 19.43 47.27
2015-12-31 279.81 18.39 43.10
2015-09-30 273.88 8.69 40.50
2015-06-30 267.95 -1.02 37.91
2015-03-31 264.62 -12.90 36.88
2014-12-31 261.30 -24.79 35.85
2014-09-30 256.27 -25.90 37.63
2014-06-30 251.23 -27.02 39.42
2014-03-31 250.80 -22.59 40.72
2013-12-31 250.37 -18.15 42.03
2012-12-31 121.57 -21.66 37.79

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • oOh!media has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • oOh!media used its assets more efficiently than the AU Media industry average last year based on Return on Assets.
  • oOh!media has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess oOh!media's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Media industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
oOh!media has a total score of 4/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is oOh!media's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up oOh!media's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • oOh!media is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • oOh!media's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of oOh!media's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.8x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from oOh!media Company Filings, last reported 4 months ago.

ASX:OML Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-06-30 342.43 134.58 9.51
2018-03-31 342.43 134.58 9.51
2017-12-31 350.29 138.73 15.92
2017-09-30 350.29 138.73 15.92
2017-06-30 318.67 145.44 8.04
2017-03-31 318.67 145.44 8.04
2016-12-31 339.15 122.43 8.19
2016-09-30 326.86 122.43 8.19
2016-06-30 251.75 117.93 9.67
2016-03-31 251.75 117.93 9.67
2015-12-31 254.91 105.04 18.53
2015-09-30 254.91 105.04 18.53
2015-06-30 245.84 67.13 5.69
2015-03-31 245.84 67.13 5.69
2014-12-31 241.64 81.97 20.20
2014-09-30 241.64 81.97 20.20
2014-06-30 82.51 213.63 14.19
2014-03-31 82.51 213.63 14.19
2013-12-31 101.54 210.29 15.50
2012-12-31 119.95 196.69 14.93
  • oOh!media's level of debt (39.3%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (183.7% vs 39.3% today).
  • Debt is well covered by operating cash flow (50.5%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 10x coverage).
X
Financial health checks
We assess oOh!media's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. oOh!media has a total score of 5/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is oOh!media's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
3.17%
Current annual income from oOh!media dividends. Estimated to be 3.61% next year.
If you bought A$2,000 of oOh!media shares you are expected to receive A$63 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • oOh!media's pays a higher dividend yield than the bottom 25% of dividend payers in Australia (2.63%).
  • oOh!media's dividend is below the markets top 25% of dividend payers in Australia (6.04%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
ASX:OML Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below
Australia Media Industry Average Dividend Yield Market Cap Weighted Average of 13 Stocks 5.1%
Australia Market Average Dividend Yield Market Cap Weighted Average of 420 Stocks 4.6%
Australia Minimum Threshold Dividend Yield 10th Percentile 1.6%
Australia Bottom 25% Dividend Yield 25th Percentile 2.6%
Australia Top 25% Dividend Yield 75th Percentile 6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

ASX:OML Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2020-12-31 0.19 7.00
2019-12-31 0.17 8.00
2018-12-31 0.13 8.00
ASX:OML Past Annualized Dividends Data
Date (Data in $) Dividend per share (annual) Avg. Yield (%)
2018-08-20 0.140 2.805
2018-02-19 0.150 3.092
2017-02-20 0.140 3.190
2016-08-22 0.107 2.364
2016-02-22 0.134 2.771
2015-08-25 0.056 1.511

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • oOh!media has been paying a dividend for less than 10 years and during this time payments have been volatile (annual drop of over 20%).
  • Dividend payments have increased, but oOh!media only paid a dividend in the past 3 years.
Current Payout to shareholders
What portion of oOh!media's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.4x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be covered by earnings (1.9x coverage).
X
Income/ dividend checks
We assess oOh!media's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.6%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can oOh!media afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. oOh!media has a total score of 3/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of oOh!media's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Brendon Cook
COMPENSATION $1,245,027
CEO Bio

Mr. Brendon Jon Cook serves as the Chief Executive Officer and Managing Director at oOh!media Limited and has been its Executive Director since July 10, 2014. Mr. Cook has been the Chief Executive Officer, Managing Director and Executive Director of oOh!media Group Pty Limited - (also known as Network Ltd. (formerly Pi2 Ltd)) since November 15, 2002. He also serves as the Chief Executive Officer at oOh!media Operations Pty. Limited. Mr. Cook served as the Chief Executive Officer of Network Outdoor Pty Limited. He has over 20 years experience in the media industry. He founded Outdoor Network Australia, also known as Network Outdoor in 1983. Mr. Cook has 35 years experience in outdoor media with companies including Australian Poslers, Britescreens and Aian Davis. Mr. Cook serves as a board member of the OMA (Outdoor Media Association of Auslralia) and has, for more than 5 years, been an active member of Executive Connection Group.

CEO Compensation
  • Brendon's compensation has been consistent with company performance over the past year.
  • Brendon's remuneration is about average for companies of similar size in Australia.
Management Team Tenure

Average tenure of the oOh!media management team in years:

0.8
Average Tenure
  • The average tenure for the oOh!media management team is less than 2 years, this suggests a new team.
Management Team

Brendon Cook

TITLE
CEO, MD & Executive Director
COMPENSATION
$1M

Sheila Lines

TITLE
Chief Financial Officer
TENURE
0.7 yrs

Maria Polczynski

TITLE
Joint Company Secretary & General Counsel
TENURE
0.5 yrs

Michaela Chan

TITLE
Chief Marketing Officer
TENURE
3.8 yrs

Steve Reid

TITLE
Group Human Resources Director
TENURE
4.4 yrs

Warwick Denby

TITLE
Group Director of Business Strategy
TENURE
5.6 yrs

John Purcell

TITLE
Head of Production and Commercial Director of Operations & Technology

David Scribner

TITLE
Chief Customer Officer
TENURE
0.1 yrs

Melissa Jones

TITLE
Company Secretary
TENURE
0.8 yrs

Phil Eastwood

TITLE
Group Revenue Director
Board of Directors Tenure

Average tenure and age of the oOh!media board of directors in years:

2.6
Average Tenure
51
Average Age
  • The average tenure for the oOh!media board of directors is less than 3 years, this suggests a new board.
Board of Directors

Tony Faure

TITLE
Non-Executive Chairman
COMPENSATION
$143K
TENURE
1.2 yrs

Brendon Cook

TITLE
CEO, MD & Executive Director
COMPENSATION
$1M
TENURE
4.3 yrs

Debbie Goodin

TITLE
Lead Independent Director
COMPENSATION
$127K
AGE
51
TENURE
1.2 yrs

Geoff Earl Wild

TITLE
Non-Executive Director
COMPENSATION
$100K
AGE
78
TENURE
4.1 yrs

Darren Smorgon

TITLE
Independent Non-Executive Director
COMPENSATION
$105K
TENURE
6.7 yrs

Joanne Crewes

TITLE
Independent Non-Executive Director
AGE
51
TENURE
1.2 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (A$) Value (A$)
18. Oct 18 Sell JCP Investment Partners Limited Company 15. Sep 18 16. Oct 18 -122,500 A$4.96 A$-607,564
18. Oct 18 Buy JCP Investment Partners Limited Company 15. Sep 18 16. Oct 18 69,000 A$5.02 A$346,606
17. Sep 18 Sell JCP Investment Partners Limited Company 27. Aug 18 14. Sep 18 -1,105,643 A$5.26 A$-5,817,234
04. Sep 18 Buy Goldman Sachs Group, Investment Banking and Securities Investments Company 30. Apr 18 29. Aug 18 3,155,896 A$5.71 A$15,834,925
04. Sep 18 Sell Goldman Sachs Group, Investment Banking and Securities Investments Company 30. Aug 18 31. Aug 18 -1,152,009 A$5.44 A$-6,105,342
04. Sep 18 Buy Goldman Sachs Group, Investment Banking and Securities Investments Company 30. Aug 18 31. Aug 18 1,390,638 A$5.44 A$7,363,369
02. Sep 18 Buy T. Rowe Price Group, Inc. Company 23. Aug 18 29. Aug 18 3,214,892 A$5.31 A$16,203,683
29. Aug 18 Sell Yarra Funds Management Limited Company 03. Jul 18 27. Aug 18 -69,547 A$4.82 A$-335,489
29. Aug 18 Buy Yarra Funds Management Limited Company 03. Jul 18 27. Aug 18 8,525,247 A$4.73 A$40,325,133
28. Aug 18 Sell JCP Investment Partners Limited Company 19. Jul 18 24. Aug 18 -3,310,136 A$5.10 A$-16,227,511
28. Aug 18 Buy JCP Investment Partners Limited Company 19. Jul 18 24. Aug 18 469,800 A$4.75 A$2,226,689
24. Jul 18 Buy Brendon Cook Individual 18. Jul 18 18. Jul 18 89,057 A$4.60 A$409,662
24. Jul 18 Buy Tony Faure Individual 18. Jul 18 18. Jul 18 21,740 A$4.60 A$100,004
24. Jul 18 Buy Darren Smorgon Individual 18. Jul 18 18. Jul 18 19,875 A$4.60 A$91,425
24. Jul 18 Buy Debra Goodin Individual 18. Jul 18 18. Jul 18 4,348 A$4.60 A$20,001
20. Jul 18 Sell JCP Investment Partners Limited Company 17. Jan 18 18. Jul 18 -2,493,557 A$5.08 A$-12,661,012
20. Jul 18 Buy JCP Investment Partners Limited Company 17. Jan 18 18. Jul 18 7,861,449 A$4.59 A$36,091,537
15. Jul 18 Buy HMI Capital, LLC Company 17. Jan 18 09. Jul 18 8,656,764 A$4.58 A$39,572,979
05. Jul 18 Sell Wellington Management Group LLP Company 28. Dec 17 11. May 18 -171,628 A$5.31 A$-823,165
05. Jul 18 Buy Wellington Management Group LLP Company 15. Dec 17 13. Apr 18 171,810 A$4.78 A$793,055
05. Jul 18 Sell AustralianSuper Pty Ltd Company 20. Apr 18 02. Jul 18 -10,472,811 A$5.38 A$-56,343,723
05. Jul 18 Buy AustralianSuper Pty Ltd Company 16. Mar 18 27. Jun 18 9,853,733 A$5.33 A$52,538,848
04. Jul 18 Sell Yarra Funds Management Limited Company 28. Jun 18 02. Jul 18 -11,209 A$4.88 A$-54,714
04. Jul 18 Buy Yarra Funds Management Limited Company 28. Jun 18 02. Jul 18 4,389,384 A$4.87 A$21,377,435
29. Jun 18 Buy Yarra Funds Management Limited Company 14. Jan 17 27. Jun 18 2,288,569 A$4.61 A$10,556,748
08. Mar 18 Sell AustralianSuper Pty Ltd Company 20. Feb 18 05. Mar 18 -1,942,260 A$4.72 A$-8,819,395
08. Mar 18 Buy AustralianSuper Pty Ltd Company 19. Feb 18 19. Feb 18 2,221 A$4.64 A$10,305
18. Jan 18 Sell JCP Investment Partners Limited Company 19. Sep 17 16. Jan 18 -1,262,741 A$4.47 A$-5,641,449
18. Jan 18 Buy JCP Investment Partners Limited Company 19. Sep 17 16. Jan 18 2,392,955 A$4.19 A$10,038,257
16. Jan 18 Buy HMI Capital, LLC Company 18. Dec 17 10. Jan 18 2,015,000 A$4.49 A$9,053,971
21. Dec 17 Buy HMI Capital, LLC Company 04. Dec 17 15. Dec 17 1,860,000 A$4.41 A$8,198,145
12. Dec 17 Sell Wellington Management Group LLP Company 26. Oct 17 30. Nov 17 -80,331 A$4.46 A$-352,819
12. Dec 17 Buy Wellington Management Group LLP Company 11. Dec 17 11. Dec 17 188,231 A$4.40 A$828,689
22. Nov 17 Sell Mawer Investment Management Limited Company 26. Oct 17 21. Nov 17 -2,167,518 A$4.35 A$-9,437,588
22. Nov 17 Buy Mawer Investment Management Limited Company 05. May 17 02. Oct 17 170,316 A$4.32 A$736,002
X
Management checks
We assess oOh!media's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. oOh!media has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

External News
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Simply Wall St News

Is oOh!media Limited (ASX:OML) Spending Too Much Money?

If you are currently a shareholder in oOh!media Limited (ASX:OML), or considering investing in the stock, you need to examine how the business generates cash, and how it is reinvested. … Today we will examine oOh!media’s ability to generate cash flows, as well as the level of capital expenditure it is expected to incur over the next couple of years, which will result in how much money goes to you. … Is oOh!media generating enough cash.

Simply Wall St -

Why oOh!media Limited's (ASX:OML) Investor Composition Impacts Your Returns

In this article, I will take a quick look at oOh!media Limited’s (ASX:OML) recent ownership structure – an unconventional investing subject, but an important one. … When it comes to ownership structure of a company, the impact has been observed in both the long-and short-term performance of shares. … The implications of these institutions’ actions can either benefit or hinder individual investors, so it is important to understand the ownership composition of your stock investment.

Simply Wall St -

Should You Be Tempted To Sell oOh!media Limited (ASX:OML) At Its Current PE Ratio?

and want to start learning about core concepts of fundamental analysis on practical examples from today's market. … Although some investors may jump to the conclusion that you should avoid the stock or sell if you own it, understanding the assumptions behind the P/E ratio might change your mind. … View our latest analysis for oOh!media

Simply Wall St -

Bullish oOh!media Limited (ASX:OML) Insiders Ramp Up Investment In Stock

some insider buying over the past three months, with insiders investing in. … A well-known argument is that insiders investing more in their own companies’ shares sends an optimistic signal … A research published in The MIT Press (1998) concluded that stocks following insider buying outperformed the market by 4.5%

Simply Wall St -

Is It The Right Time To Buy oOh!media Limited (ASX:OML)?

oOh!media Limited (ASX:OML), a media company based in Australia,. … As a stock with high coverage by analysts, you could assume any recent changes in the company’s outlook is already priced into the stock? … Let’s take a look at oOh!media’s outlook and value based on the most recent financial data to see if the opportunity still exists

Simply Wall St -

Has oOh!media Limited (ASX:OML) Improved Earnings Growth In Recent Times?

Were OML's earnings stronger than its past performances and the industry. … OML's trailing twelve-month earnings (from 31 December 2017) of AU$33.21m has. … However, this one-year growth rate has been lower than its average earnings growth rate over the past 5 years of 69.75%, indicating the rate at which OML is growing has slowed down

Simply Wall St -

What To Know Before Buying oOh!media Limited (ASX:OML) For Its Dividend

Over the past 3 years, oOh!media Limited (ASX:OML) has returned an average of 3.00% per year to shareholders in terms of dividend yield. … Here's how I find good dividend stocks … Is their annual yield among the top 25% of dividend payers?

Simply Wall St -

No Stopping The oOh!media Limited (ASX:OML) Growth Train

Net income is expected to grow to AU$40.20M in the upcoming year, exceeding the industry average growth rate of 7.80%. … Furthermore, OML's debt level is at an appropriate 39.60% of equity and has been declining over the past five years from 164.07%. … A reason I like OML as a business is its low level of fixed assets on its balance sheet (18.33% of total assets).

Simply Wall St -

oOh!media Limited (ASX:OML): What Can We Expect From This High Growth Stock?

Below, I've laid out key growth figures on how market analysts predict oOh!media's earnings growth outlook over the next couple of years and whether the future looks even brighter than the past. … This growth seems to continue into the following year with rates arriving at double digit 25.37% compared to today’s earnings, and finally hitting AU$46.55M by 2021. … ASX:OML Future Profit Mar 20th 18 While it’s informative understanding the growth each year relative to today’s value, it may be more beneficial analyzing the rate at which the company is moving on average every year.

Simply Wall St -

oOh!media Limited (ASX:OML): Poised For Long Term Success?

Since oOh!media Limited (ASX:OML) released its earnings in December 2017, analyst consensus outlook appear cautiously optimistic, with earnings expected to grow by 22.12% in the upcoming year, though this is comparatively lower than the past 5-year average earnings growth of 69.75%. … To get an idea of the overall earnings growth trend for OML, I’ve plotted out each year’s earnings expectations and inserted a line of best fit to determine an annual rate of growth from the slope of this line. … ASX:OML Future Profit Mar 13th 18 By 2021, OML's earnings should reach AU$46.55M, from current levels of AU$33.21M, resulting in an annual growth rate of 10.22%.

Simply Wall St -

Company Info

Map
Description

oOh!media Limited operates as an out of home media company in Australia and New Zealand. It provides advertisers with access to various audiences across its national portfolio of Out Of Home advertising spaces, including large format roadside billboards; large and small format sites located in shopping centers; sites in airport terminals and airline lounges; and sites in environments, such as CBD office buildings, cafés, bars and venues, universities, gyms, and sports centers. oOh!media Limited was founded in 1989 and is based in North Sydney, Australia.

Details
Name: oOh!media Limited
OML
Exchange: ASX
Founded: 1989
A$1,045,952,287
236,640,789
Website: http://www.oohmedia.com.au
Address: oOh!media Limited
76 Berry Street,
Level 2,
North Sydney,
New South Wales, 2060,
Australia
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
ASX OML Ordinary Shares Australian Securities Exchange AU AUD 17. Dec 2014
DB 0OH Ordinary Shares Deutsche Boerse AG DE EUR 17. Dec 2014
Number of employees
Current staff
Staff numbers
444
oOh!media employees.
Industry
Advertising
Media
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2018/11/17 06:40
End of day share price update: 2018/11/16 00:00
Last estimates confirmation: 2018/10/14
Last earnings filing: 2018/08/19
Last earnings reported: 2018/06/30
Last annual earnings reported: 2017/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.